Money, Mortality and the Modern Family

Changing the perceptions of sustainable intergenerational estate planning and highlighting the opportunities ahead.

Thursday, 21 October 2021
from 9.00am to 6.00pm





A free virtual event for financial advisers and private client professionals

Join us at this CPD-accredited* summit to hear from leading experts on inheritance tax, trusteeship, property, probate and much more.

This online event will offer valuable insights into the latest thinking on estate planning, outline the challenges and opportunities for advisers and provide unrivalled access to thought leaders in intergenerational services.

There will be masterclasses, panel discussions and opportunities to network at a series of informal round tables.

For further information, please contact:

Register today for your front row seat
at a day of insight and inspiration.

View the Full Agenda
for the Virtual Summit

Hot topics include:

  • The inheritance economy –
    could this be the greatest wealth transfer ever?
  • Money and mortality – why informed planning is essential
  • The changing face of estate planning advice
  • Driving transparency in later life planning
  • Planning across the generations

As a delegate, you will benefit from:

  • Networking opportunities with sponsors and delegates
  • CPD-accredited content*
  • Estate planning surgeries

CPD Member logo
* Our event is currently being reviewed for CPD certification
in order for our attendees to use the learning time towards their
annual Continuing Professional Development requirements.

Spotlight on a Selection of our Guest Speakers

We are pleased to announce our confirmed Guest Speakers for the Virtual Summit.

Andy Agathangelou, Transparency Task Force

Founder of the Transparency Task Force, Andy Agathangelou is dedicated to driving up the levels of transparency in financial services. He will deliver a Masterclass on: ‘Why transparency, truthfulness and trustworthiness are highly profitable commercial virtues.’

Betsy Butterick, Communication Specialist

Chemistry is formed through connection, and at the heart of connection is communication. Betsy will share why language is the most powerful tool we possess, and that elevating our communication skills gives us a competitive advantage in any arena.

Mandy Hickson, Former Fighter Pilot

Motivational Speaker and Former Fighter Pilot Mandy Hickson will demonstrate how there is much the fighter pilot world can share with the business world, from careful strategy, training and planning, to teamwork, collaboration and debriefing.

Lee Coates OBE, ESG Accord

With a background in ethical and responsible investment advice, Co-founder of ESG Accord, Lee Coates OBE will join us to share his experience from supporting advisers to implement robust compliance procedures to meet sustainability preferences requirements.

Confirmed Speakers

Michael Bousfield

Michael Bousfield
Chartered Financial Planner
Helm Godfrey


Paula Fagan
Marketing Manager
Stellar Asset Management

Emily Gudeman
Emily Gudeman
Senior Agency Partner
LinkedIn Marketing Solutions, London

Andy Lee

Andy Lee
The Ralstan Group

Quentin McCormicks

Quentin McCormick
Managing Director


Angela Maher
Managing Director
Acumen Financial Partnership Ltd

Alistair Marsden

Alistair Marsden
Chief Marketing Officer
Nova Growth Capital

Event Sponsors

Inheritance Solutions logo
Jeremy Giles logo
Lifeyle logo
Maple Accounting logo
NGC logo
Westbridge logo